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Portfolio (Quarterly) Guide ↗

Blue Trust, Inc.

· CIK 0001856022
13F Portfolio $8.9B AUM 4,385 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 211 New 579 Added 1186 Reduced 247 Exited
Page 124 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 FA FIRST ADVANTAGE CORP NEW Industrials 19.0 $276.0 NEW $14.53 +3.5%
2462 OXM OXFORD INDS INC Consumer Cyclical 8.0 $274.0 $34.25 +14.0%
2463 ABR ARBOR REALTY TRUST INC Real Estate 35.0 $272.0 $7.77 -24.0%
2464 ACRE ARES COML REAL ESTATE CORP Real Estate 55.0 $263.0 $4.78 +2.1%
2465 WEBULL CORP 32.0 $249.0 NEW $7.78
2466 BLNK BLINK CHARGING CO Industrials 364.0 $243.0 $0.67 +24.3%
2467 RELY REMITLY GLOBAL INC Technology 17.0 $235.0 -3.0 -15.0% $13.82 +56.1%
2468 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 8.0 $234.0 $29.25 +18.2%
2469 LE LANDS END INC NEW Consumer Cyclical 16.0 $232.0 -2.0 -11.1% $14.50 -20.2%
2470 COMB GRANITESHARES ETF TR 11.0 $232.0 $21.09 +28.6%
2471 GOOD GLADSTONE COMMERCIAL CORP Real Estate 20.0 $213.0 $10.65 +21.0%
2472 CRNT CERAGON NETWORKS LTD Technology 100.0 $210.0 $2.10 +20.5%
2473 BTCS BTCS INC Financial Services 79.0 $209.0 $2.65 -35.4%
2474 GLP GLOBAL PARTNERS LP Energy 5.0 $209.0 $41.80 +20.2%
2475 JMST J P MORGAN EXCHANGE TRADED F 4.0 $204.0 NEW $51.00 -0.3%
2476 XMTR XOMETRY INC Industrials 3.0 $200.0 NEW $66.67 +37.7%
2477 AMZA ETFIS SER TR I 5.0 $198.0 $39.60 +20.9%
2478 HUDSON PAC PPTYS INC 18.0 $195.0 NEW $10.83
2479 CNDT CONDUENT INC Technology 100.0 $192.0 $1.92 -16.7%
2480 RDW REDWIRE CORPORATION Industrials 24.0 $185.0 NEW $7.71 +91.6%
Page 124 of 127  ·  2,532 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.5%
Technology 19.9%
Healthcare 14.1%
Industrials 9.9%
Consumer Defensive 9.8%
Consumer Cyclical 5.8%
Energy 4.8%
Communication Services 4.3%
Utilities 2.5%
Basic Materials 2.0%